| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Leonardo Matute | Investment Advisor Representative | 10-25% | 2024 |
| Ryan and Gwin Huey Revocable Trust Control | Owner | Over 75% | 2024 |
| Ryan William Huey Control | President And Chief Compliance Officer | Under 5% | 2017 |
Roserock Wealth Management, LLC reports $215.2 million in regulatory assets under management on its Form ADV.
Roserock Wealth Management, LLC reports 2 employees.
Roserock Wealth Management, LLC is based in Dallas, TX and has been SEC-registered since 2021.
Roserock Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5950 Sherry Lane, Suite 201, Dallas, TX 75225 |
| Phone | (214) 220-8989 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $207M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $215.2M |